研报掘金丨国信证券:维持金风科技“优于大市”评级,绿色甲醇打造第二成长曲线
Ge Long Hui A P P·2025-10-09 07:58

Group 1 - The core viewpoint of the article highlights that Goldwind Technology is a leading global wind power solution provider, successfully collaborating with Maersk and Herbert to promote the transition to green energy [1] - The successful commissioning of green methanol production capacity lays a solid foundation for the company's strategic shift from wind power solutions to green energy solutions [1] - The company is expected to seize long-term market opportunities in global wind power development while creating a second growth curve through green methanol, opening up vast space for participation in the global green energy market [1] Group 2 - The report maintains the original profit forecast, projecting the company's net profit attributable to shareholders to reach 2.698 billion, 3.673 billion, and 4.496 billion yuan for the years 2025-2027, representing year-on-year growth of 45%, 36%, and 22% respectively [1] - The expected EPS for the same period is 0.64, 0.87, and 1.06 yuan, with dynamic PE ratios of 23.4, 17.2, and 14.1 times [1] - The rating remains "outperform the market" [1]